Advanced Tax Planning

Our team is based with specialists in many areas that most business owners don't know exists in the world of tax planning. Most CPA's don't want to implement or don't have the expertise to implement these strategies on their own and therefore rely on our team to put them in place. We will work cohesively to implement the strategies that your tax professional approves and likes. We find that once we work with your CPA that they become valued partners as well and use our Team Based Approach for their other clients.

Investment advisory services offered through Wealth Watch Advisors, a SEC registered investment advisor. Wealth Watch Advisors and Your Wealth Advocate are independent of one another. Both Wealth Watch and Your Wealth Advocate only transact business in states where they are properly licensed or exempt by regulation. Please note, that registration with the SEC does not denote a certain skill level or guarantee the success of any investment strategy.